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Features & Benefits
Discover the many features and benefits offered by the ResearchWise™ Software Suite. ResearchWise™ brings together the vital aspects of the research, creation, and management of the buy-and-sell process under one electronic umbrella. |
Verify
- Undertakes extensive accounting checks on each financial model prior to upload
- Allows for analysts to upload numbers from anywhere- anytime
- Customizable upload templates to suit each customer's requirements
- Comfort on SEC Regulation AC
Centralize
- Secure System allows for multiple information sources
- Brings all analyst's financial model content into one central repository
- Cross sharing of intellectual capital across teams and divisions
- Market feed to keep valuation data up-to-date at all times
Retrieve
- Seamless retrieval capability to populate research report templates
- User-friendly retrieval of financial data to incorporate in research reports
- Sophisticated graphing capabilities
- Differentiated access; "Chinese Wall" compliant
- Secure Access
Process
- Web-based workflow suite
- Customizable workflow supporting-analysts, editors, DTP, compliance, supervisory analysts
- Fulfills compliance with NASD Rule 2711 and NYSE Rule 472
- Document Progress with automatic notification to users
- Built-in electronic gates and checks
Distribute
- Converts reports to PDF/HTML format
- Seamless distribution of research reports to third-party vendors (eg. First Call, Bloomberg, Printers, etc.)
- Intelligent distribution of research reports to individual clients
- Document management system and e-library tools
- Complete audit trail of all activity on the system
Client Service
- Powerful interface in MS Excel and MS Word for client access and servicing
- Infinite customization of output screens in terms of content and layout
- Deeply embeds the broker into the daily working life of the customer
- Facilities investment screening and valuation comparisons
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